玩股撇步(動畫小學堂)  

  • 大部份公司都有淡旺季, 所以通常是看年增率
  • 如果是成長期(在炒新的成長動能)的公司或景氣從谷底翻揚, 就可以觀察月增率
  • 漲很多的股票要留意營收年增率或月增率大幅減少, 又或者是合約負債已經開始減少
  • 留意短期平均營收向上或向下穿越長期平均營收
  • 觀察累計營收年增率的累計增加或虧損收斂
每月營收 (營收搶先看自結損益)
年/月營收月增率(%)去年同期年增率(%)累計營收累計營收年增率(%)近三月累計營收存貨銷售比自結稅前EPS自結稅前累計EPS備註(年增率變動50%需說明原因)
2024/30.3-16.76-40.021.0-36.171.0N/A-
2024/20.364.61-24.860.7-34.381.01N/A-
2024/10.3412.05-42.060.34-42.060.96N/A-
2023/120.31-1.14-40.495.089.731.061.1-
2023/110.31-29.13-32.324.7716.021.131.02-
2023/100.4414.18-16.354.4622.091.161.0-
2023/90.3812.93-26.414.0228.521.070.86-
2023/80.34-1.08-25.863.6439.491.160.8-
2023/70.34-27.31.243.353.411.30.71主要係去年同期因客戶計畫調整,去年同期營收偏低所致。
2023/60.47-2.9292.682.9663.161.390.58主要係去年同期因客戶計畫調整,去年同期營收偏低所致。
2023/50.4913.7578.592.4958.551.410.57主要係去年同期因客戶計畫調整,去年同期營收偏低所致。
2023/40.43-14.3126.942.054.331.410.57主要係去年同期因客戶計畫調整,去年同期營收偏低所致。
2023/30.54.2677.31.5763.961.570.54主要係去年同期因客戶計畫調整,去年同期營收偏低所致。
2023/20.48-19.3276.651.0758.411.590.54主要係去年同期因客戶計畫調整,去年同期營收偏低所致。
2023/10.5915.0846.230.5946.231.570.54-
2022/120.5212.4213.564.63-12.861.50.66-
2022/110.46-12.4130.94.11-15.331.50.66-
2022/100.520.4640.393.66-18.921.50.66-
2022/90.5213.7825.543.13-24.271.320.67-
2022/80.4635.08-6.512.61-29.831.040.85-
2022/70.3438.34-25.422.15-33.370.861.04-
2022/60.25-10.02-43.561.81-34.670.850.98-
2022/50.27-19.14-37.21.57-33.020.890.94-
2022/40.3419.67-21.11.3-32.080.890.94-
2022/30.283.88-40.930.96-35.240.960.98-
2022/20.27-33.21-42.370.68-32.541.130.83-
2022/10.41-10.62-23.870.41-23.871.210.78-
2021/120.4529.5910.45.31-4.141.180.87-
2021/110.35-6.06-30.684.86-5.311.140.9-
2021/100.37-10.16-31.94.51-2.541.280.81-
2021/90.42-15.27-30.914.141.41.360.69-
2021/80.497.76-7.873.726.981.380.68-
2021/70.454.710.543.239.671.320.71-
2021/60.430.113.392.789.521.30.86-
2021/50.431.58-1.542.3410.741.340.84-
2021/40.43-10.411.171.9113.981.370.82-
2021/30.481.368.311.4818.31.480.33-
2021/20.47-11.7710.721.023.721.410.35-
2021/10.5329.6138.030.5338.031.450.34-
2020/120.41-18.6448.095.5444.581.460.31-
2020/110.51-7.7129.725.1344.311.650.27-
2020/100.55-8.8549.494.6346.111.680.27-
2020/90.612.9796.384.0845.661.540.25因部份客戶產品進入量產階段,及客戶新產品開發案,致營收成長。
2020/80.5329.365.833.4839.441.360.29因部份客戶產品進入量產階段,及客戶新產品開發案,致營收成長。
2020/70.41-2.062.182.9535.541.270.31-
2020/60.42-4.6655.832.5343.131.280.23因部份客戶產品進入量產階段,致營收成長。
2020/50.444.3941.572.1140.851.30.22-
2020/40.42-4.085.081.6740.661.290.23-
2020/30.443.6143.351.2558.81.250.25因部份客戶產品進入量產階段,致營收成長。
2020/20.429.9973.980.8168.671.090.28因部份客戶產品進入量產階段,致營收成長。
2020/10.3939.0663.20.3963.21.050.29因部份客戶產品進入量產階段,致營收成長。
2019/120.28-28.7315.283.83136.881.030.322018上半年擴產及認證完成後,產能逐步擴大致營收成長。
2019/110.396.3570.133.56158.141.060.31-
2019/100.3719.7379.023.17175.70.0N/A-
2019/90.310.089.762.8196.660.0N/A-
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
股價
長短期營收
營收年增率
存貨銷售比
由營收觀察是否有淡旺季的情況
年/月營收年/月營收年/月營收年/月營收年/月營收
2024/10.342023/10.592022/10.412021/10.532020/10.39
2024/20.362023/20.482022/20.272021/20.472020/20.42
2024/30.32023/30.52022/30.282021/30.482020/30.44
N/AN/A2023/40.432022/40.342021/40.432020/40.42
N/AN/A2023/50.492022/50.272021/50.432020/50.44
N/AN/A2023/60.472022/60.252021/60.432020/60.42
N/AN/A2023/70.342022/70.342021/70.452020/70.41
N/AN/A2023/80.342022/80.462021/80.492020/80.53
N/AN/A2023/90.382022/90.522021/90.422020/90.6
N/AN/A2023/100.442022/100.522021/100.372020/100.55
N/AN/A2023/110.312022/110.462021/110.352020/110.51
N/AN/A2023/120.312022/120.522021/120.452020/120.41
  • 每季的合約負債通常會反應在未來半年到一年後的營收
合約負債-近20季, 最新合約負債佔股本: 3.86%
合約負債 QoQ YoY
23Q4 (20)0.1-16.67-41.18
23Q3 (19)0.1220.0100.0
23Q2 (18)0.1-44.44233.33
23Q1 (17)0.185.88350.0
22Q4 (16)0.17183.33183.33
22Q3 (15)0.06100.050.0
22Q2 (14)0.03-25.0-83.33
22Q1 (13)0.04-33.33-20.0
21Q4 (12)0.0650.0-33.33
21Q3 (11)0.04-77.78-42.86
21Q2 (10)0.18260.0260.0
21Q1 (9)0.05-44.440.0
20Q4 (8)0.0928.5750.0
20Q3 (7)0.0740.0-12.5
20Q2 (6)0.050.0-37.5
20Q1 (5)0.05-16.670
19Q4 (4)0.06-25.00.0
19Q3 (3)0.080.00.0
19Q2 (2)0.0800.0

每月營收相關資訊

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